Pipeliner CRM

Live 59 Actions 112 Events

Pipeliner CRM Integration for AI Agents

Connect your AI agent to 59 QA'd Pipeliner CRM actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 112 events to subscribe to.

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Pipeliner CRM AI Agent Actions

59 production-ready actions for your agent to do more on Pipeliner CRM.

Read the Pipeliner CRM docs

59 Actions

List Accounts - Returns a paginated list of account records.

Get Account - Retrieves a single account by ID.

Create Account - Creates a new account record.

Update Account - Updates an existing account by ID.

Delete Account - Removes an account by ID.

List Contacts - Returns a paginated list of contacts from Pipeliner CRM.

Get Contact - Retrieves a single contact by ID from Pipeliner CRM.

Create Contact - Creates a new contact in Pipeliner CRM.

Update Contact - Updates an existing contact by ID in Pipeliner CRM.

Delete Contact - Removes a contact from Pipeliner CRM by ID.

List Leads - Returns a paginated list of leads from Pipeliner CRM.

Get Lead - Retrieves a single lead by ID.

Create Lead - Creates a new lead in Pipeliner CRM.

Update Lead - Updates an existing lead by ID.

Delete Lead - Removes a lead from Pipeliner CRM by ID.

List Opportunities - Retrieve a paginated list of opportunities from Pipeliner CRM.

Get Opportunity - Retrieve a single opportunity by ID.

Create Opportunity - Create a new opportunity in Pipeliner CRM.

Update Opportunity - Update an existing opportunity by ID.

Delete Opportunity - Delete an opportunity by ID.

List Tasks - Returns a paginated list of tasks.

Get Task - Retrieves a single task by ID.

Create Task - Creates a new task in Pipeliner CRM.

Update Task - Updates an existing task by ID.

Delete Task - Removes a task by ID.

List Appointments - Returns a paginated list of appointments.

Get Appointment - Retrieves a single appointment by ID.

Create Appointment - Creates a new appointment in Pipeliner CRM.

Update Appointment - Updates an existing appointment by ID.

Delete Appointment - Removes an appointment by ID.

List Notes - Returns a paginated list of notes.

Get Note - Retrieves a single note by ID.

Create Note - Creates a new note in Pipeliner CRM.

Update Note - Updates an existing note by ID.

Delete Note - Removes a note by ID.

List Products - Returns a paginated list of products from the product catalog.

Get Product - Retrieves a single product by ID.

Create Product - Creates a new product in the catalog.

Update Product - Updates an existing product by ID.

Delete Product - Removes a product from the catalog by ID.

List Opportunity Product Relations - Returns a paginated list of opportunity product line items.

Get Opportunity Product Relation - Retrieves a single opportunity product line item by ID.

Create Opportunity Product Relation - Creates a new product line item on an opportunity.

Update Opportunity Product Relation - Updates an existing opportunity product line item by ID.

Delete Opportunity Product Relation - Removes an opportunity product line item by ID.

List Clients - Returns a paginated list of CRM users (clients).

Get Client - Retrieves a single CRM user by ID.

List Pipelines - Returns a paginated list of sales pipelines.

Get Pipeline - Retrieves a single pipeline by ID.

List Steps - Returns a paginated list of pipeline steps.

Get Step - Retrieves a single pipeline step by ID.

List Currencies - Returns a paginated list of currency definitions.

Get Currency - Retrieves a single currency by ID.

List Sales Units - Returns a paginated list of sales units.

Get Sales Unit - Retrieves a single sales unit by ID.

List Account Types - Returns a paginated list of account type classifications.

Get Account Type - Retrieves a single account type by ID.

List Tags - Returns a paginated list of tag definitions.

Get Tag - Retrieves a single tag by ID.

Pipeliner CRM Webhook Events

112 real-time Pipeliner CRM events your AI agent can subscribe to.

Webhooks for AI agents Read the Pipeliner CRM docs

112 Events

Webhook Active Check Acknowledges requests to the webhook URL that carry no Pipeliner event, without emitting an event.
Account Created Processes Pipeliner CRM Account.Create events, fired when an account is created.
Account Updated Processes Pipeliner CRM Account.Update events, fired when an account is updated.
Account Deleted Processes Pipeliner CRM Account.Delete events, fired when an account is deleted.
Account Owner Changed Processes Pipeliner CRM Account.OwnerChanged events, fired when the owner of an account changes.
Account Document Linked Processes Pipeliner CRM Account.DocumentLinked events, fired when a document is linked to an account.
Contact Created Processes Pipeliner CRM Contact.Create events, fired when a contact is created.
Contact Updated Processes Pipeliner CRM Contact.Update events, fired when a contact is updated.
Contact Deleted Processes Pipeliner CRM Contact.Delete events, fired when a contact is deleted.
Contact Owner Changed Processes Pipeliner CRM Contact.OwnerChanged events, fired when the owner of a contact changes.
Contact Document Linked Processes Pipeliner CRM Contact.DocumentLinked events, fired when a document is linked to a contact.
Contact-Account Relation Created Processes Pipeliner CRM ContactAccountRelation.Create events, fired when a contact-account relation is created.
Contact-Account Relation Updated Processes Pipeliner CRM ContactAccountRelation.Update events, fired when a contact-account relation is updated.
Contact-Account Relation Deleted Processes Pipeliner CRM ContactAccountRelation.Delete events, fired when a contact-account relation is deleted.
Project Created Processes Pipeliner CRM Project.Create events, fired when a project is created.
Project Updated Processes Pipeliner CRM Project.Update events, fired when a project is updated.
Project Deleted Processes Pipeliner CRM Project.Delete events, fired when a project is deleted.
Project Owner Changed Processes Pipeliner CRM Project.OwnerChanged events, fired when the owner of a project changes.
Project Document Linked Processes Pipeliner CRM Project.DocumentLinked events, fired when a document is linked to a project.
Custom Entity Record Created Processes Pipeliner CRM CustomEntity.Create events, fired when a custom entity record is created.
Custom Entity Record Updated Processes Pipeliner CRM CustomEntity.Update events, fired when a custom entity record is updated.
Custom Entity Record Deleted Processes Pipeliner CRM CustomEntity.Delete events, fired when a custom entity record is deleted.
Custom Entity Record Owner Changed Processes Pipeliner CRM CustomEntity.OwnerChanged events, fired when the owner of a custom entity record changes.
Custom Entity Record Document Linked Processes Pipeliner CRM CustomEntity.DocumentLinked events, fired when a document is linked to a custom entity record.
Lead Created Processes Pipeliner CRM Lead.Create events, fired when a lead is created.
Lead Updated Processes Pipeliner CRM Lead.Update events, fired when a lead is updated.
Lead Deleted Processes Pipeliner CRM Lead.Delete events, fired when a lead is deleted.
Lead Owner Changed Processes Pipeliner CRM Lead.OwnerChanged events, fired when the owner of a lead changes.
Lead Document Linked Processes Pipeliner CRM Lead.DocumentLinked events, fired when a document is linked to a lead.
Lead Lost Processes Pipeliner CRM Lead.Lost events, fired when a lead is marked lost (archived).
Lead Returned From Opportunity Processes Pipeliner CRM Lead.BackToLead events, fired when a lead that was qualified into an opportunity is returned to lead status.
Opportunity Created Processes Pipeliner CRM Opportunity.Create events, fired when an opportunity is created.
Opportunity Updated Processes Pipeliner CRM Opportunity.Update events, fired when an opportunity is updated.
Opportunity Deleted Processes Pipeliner CRM Opportunity.Delete events, fired when an opportunity is deleted.
Opportunity Owner Changed Processes Pipeliner CRM Opportunity.OwnerChanged events, fired when the owner of an opportunity changes.
Opportunity Document Linked Processes Pipeliner CRM Opportunity.DocumentLinked events, fired when a document is linked to an opportunity.
Opportunity Moved Processes Pipeliner CRM Opportunity.Move events, fired when an opportunity moves to a different pipeline step.
Opportunity Qualified Processes Pipeliner CRM Opportunity.Qualify events, fired when a lead is qualified and converted into an opportunity.
Opportunity Won Processes Pipeliner CRM Opportunity.Won events, fired when an opportunity is won.
Opportunity Lost Processes Pipeliner CRM Opportunity.Lost events, fired when an opportunity is marked lost (archived).
Lead or Opportunity Account Relation Created Processes Pipeliner CRM LeadOpptyAccountRelation.Create events, fired when a lead or opportunity account relation is created.
Lead or Opportunity Account Relation Updated Processes Pipeliner CRM LeadOpptyAccountRelation.Update events, fired when a lead or opportunity account relation is updated.
Lead or Opportunity Account Relation Deleted Processes Pipeliner CRM LeadOpptyAccountRelation.Delete events, fired when a lead or opportunity account relation is deleted.
Lead or Opportunity Contact Relation Created Processes Pipeliner CRM LeadOpptyContactRelation.Create events, fired when a lead or opportunity contact relation is created.
Lead or Opportunity Contact Relation Updated Processes Pipeliner CRM LeadOpptyContactRelation.Update events, fired when a lead or opportunity contact relation is updated.
Lead or Opportunity Contact Relation Deleted Processes Pipeliner CRM LeadOpptyContactRelation.Delete events, fired when a lead or opportunity contact relation is deleted.
Opportunity Product Line Item Created Processes Pipeliner CRM OpptyProductRelation.Create events, fired when an opportunity product line item is created.
Opportunity Product Line Item Updated Processes Pipeliner CRM OpptyProductRelation.Update events, fired when an opportunity product line item is updated.
Opportunity Product Line Item Deleted Processes Pipeliner CRM OpptyProductRelation.Delete events, fired when an opportunity product line item is deleted.
Quote Created Processes Pipeliner CRM Quote.Create events, fired when a quote is created.
Quote Updated Processes Pipeliner CRM Quote.Update events, fired when a quote is updated.
Quote Deleted Processes Pipeliner CRM Quote.Delete events, fired when a quote is deleted.
Quote Owner Changed Processes Pipeliner CRM Quote.OwnerChanged events, fired when the owner of a quote changes.
Quote Document Linked Processes Pipeliner CRM Quote.DocumentLinked events, fired when a document is linked to a quote.
Quote Moved Processes Pipeliner CRM Quote.Move events, fired when a quote moves to a different pipeline step.
Quote Won Processes Pipeliner CRM Quote.Won events, fired when a quote is won.
Quote Lost Processes Pipeliner CRM Quote.Lost events, fired when a quote is marked lost (archived).
Quote Account Relation Created Processes Pipeliner CRM QuoteAccountRelation.Create events, fired when a quote account relation is created.
Quote Account Relation Updated Processes Pipeliner CRM QuoteAccountRelation.Update events, fired when a quote account relation is updated.
Quote Account Relation Deleted Processes Pipeliner CRM QuoteAccountRelation.Delete events, fired when a quote account relation is deleted.
Quote Contact Relation Created Processes Pipeliner CRM QuoteContactRelation.Create events, fired when a quote contact relation is created.
Quote Contact Relation Updated Processes Pipeliner CRM QuoteContactRelation.Update events, fired when a quote contact relation is updated.
Quote Contact Relation Deleted Processes Pipeliner CRM QuoteContactRelation.Delete events, fired when a quote contact relation is deleted.
Product Created Processes Pipeliner CRM Product.Create events, fired when a product is created.
Product Updated Processes Pipeliner CRM Product.Update events, fired when a product is updated.
Product Deleted Processes Pipeliner CRM Product.Delete events, fired when a product is deleted.
Product Price List Created Processes Pipeliner CRM ProductPriceList.Create events, fired when a product price list is created.
Product Price List Updated Processes Pipeliner CRM ProductPriceList.Update events, fired when a product price list is updated.
Product Price List Deleted Processes Pipeliner CRM ProductPriceList.Delete events, fired when a product price list is deleted.
Product Price List Price Created Processes Pipeliner CRM ProductPriceListPrice.Create events, fired when a product price list price is created.
Product Price List Price Updated Processes Pipeliner CRM ProductPriceListPrice.Update events, fired when a product price list price is updated.
Product Price List Price Deleted Processes Pipeliner CRM ProductPriceListPrice.Delete events, fired when a product price list price is deleted.
Currency Created Processes Pipeliner CRM Currency.Create events, fired when a currency is created.
Currency Updated Processes Pipeliner CRM Currency.Update events, fired when a currency is updated.
Currency Deleted Processes Pipeliner CRM Currency.Delete events, fired when a currency is deleted.
Currency Exchange Rates List Created Processes Pipeliner CRM CurrencyExchangeRatesList.Create events, fired when a currency exchange rates list is created.
Currency Exchange Rates List Updated Processes Pipeliner CRM CurrencyExchangeRatesList.Update events, fired when a currency exchange rates list is updated.
Currency Exchange Rates List Deleted Processes Pipeliner CRM CurrencyExchangeRatesList.Delete events, fired when a currency exchange rates list is deleted.
Currency Exchange Rate Created Processes Pipeliner CRM CurrencyExchangeRate.Create events, fired when a currency exchange rate is created.
Currency Exchange Rate Updated Processes Pipeliner CRM CurrencyExchangeRate.Update events, fired when a currency exchange rate is updated.
Currency Exchange Rate Deleted Processes Pipeliner CRM CurrencyExchangeRate.Delete events, fired when a currency exchange rate is deleted.
Task Created Processes Pipeliner CRM Task.Create events, fired when a task is created.
Task Updated Processes Pipeliner CRM Task.Update events, fired when a task is updated.
Task Deleted Processes Pipeliner CRM Task.Delete events, fired when a task is deleted.
Task Owner Changed Processes Pipeliner CRM Task.OwnerChanged events, fired when the owner of a task changes.
Task Document Linked Processes Pipeliner CRM Task.DocumentLinked events, fired when a document is linked to a task.
Task Commented Processes Pipeliner CRM Task.Comment events, fired when a comment is added to a task.
Appointment Created Processes Pipeliner CRM Appointment.Create events, fired when an appointment is created.
Appointment Updated Processes Pipeliner CRM Appointment.Update events, fired when an appointment is updated.
Appointment Deleted Processes Pipeliner CRM Appointment.Delete events, fired when an appointment is deleted.
Appointment Owner Changed Processes Pipeliner CRM Appointment.OwnerChanged events, fired when the owner of an appointment changes.
Appointment Document Linked Processes Pipeliner CRM Appointment.DocumentLinked events, fired when a document is linked to an appointment.
Appointment Commented Processes Pipeliner CRM Appointment.Comment events, fired when a comment is added to an appointment.
Memo Created Processes Pipeliner CRM Memo.Create events, fired when a memo is created.
Memo Updated Processes Pipeliner CRM Memo.Update events, fired when a memo is updated.
Memo Deleted Processes Pipeliner CRM Memo.Delete events, fired when a memo is deleted.
Memo Document Linked Processes Pipeliner CRM Memo.DocumentLinked events, fired when a document is linked to a memo.
Memo Commented Processes Pipeliner CRM Memo.Comment events, fired when a comment is added to a memo.
Logged Email Created Processes Pipeliner CRM Email.Create events, fired when a logged email is created.
Logged Email Updated Processes Pipeliner CRM Email.Update events, fired when a logged email is updated.
Logged Email Deleted Processes Pipeliner CRM Email.Delete events, fired when a logged email is deleted.
Logged Email Document Linked Processes Pipeliner CRM Email.DocumentLinked events, fired when a document is linked to a logged email.
Message Created Processes Pipeliner CRM Message.Create events, fired when a message is created.
Message Updated Processes Pipeliner CRM Message.Update events, fired when a message is updated.
Message Deleted Processes Pipeliner CRM Message.Delete events, fired when a message is deleted.
Message Document Linked Processes Pipeliner CRM Message.DocumentLinked events, fired when a document is linked to a message.
Note Created Processes Pipeliner CRM Note.Create events, fired when a note is created.
Note Updated Processes Pipeliner CRM Note.Update events, fired when a note is updated.
Note Deleted Processes Pipeliner CRM Note.Delete events, fired when a note is deleted.
Activity Relation Created Processes Pipeliner CRM ActivityRelation.Create events, fired when an activity relation is created.
Activity Relation Updated Processes Pipeliner CRM ActivityRelation.Update events, fired when an activity relation is updated.
Activity Relation Deleted Processes Pipeliner CRM ActivityRelation.Delete events, fired when an activity relation is deleted.

Pipeliner CRM AI Agent Use Cases

Connect your AI agent to Pipeliner CRM and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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More Sales & CRM use cases

Do More, Build Less

Integration Infrastructure for Pipeliner CRM AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Pipeliner CRM MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Pipeliner CRM action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."